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Winning Trade of Buying Chips, Selling Software Is Falling Apart

The dominant tech trade of 2026 — buy chip stocks and sell software — is showing signs of falling apart.

Sage Kakkat · 09 Jul 2026 · 1 min read
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Winning Trade of Buying Chips, Selling Software Is Falling Apart

The dominant tech trade of 2026 — buy chip stocks and sell software — is showing signs of falling apart.

Technology Bloomberg Jul 9, 2026

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